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You’re most welcome, @SDM2.
Let me share some details about WebConnect and Express WebConnect.
Web Connect is a connection method in which the transaction download is initiated by visiting the financial institution's website and downloading the file containing the transaction information.
While the Express Web Connect is a one-way connection. Which communicates directly with your bank on your behalf.
You can check the available formats with your financial institution. You can choose WebConnect or Express WebConnect as long as QuickBooks Online supports the file type.
You can check this article for more information about the importing transactions with its file format: Manually upload transactions into QuickBooks Online.
For any banking queries and troubleshooting process, you can refer to this link as a reference moving forward: Help articles. I’m sure you’ll find it very helpful.
It'll be my pleasure to assist if you need more help. Have a good day.
Hi there, @SDM2.
You can choose either of the two connection options. If you've set-up Web-connect already as your connection in your bank online banking website and you want to to switch to Express Web-connect. You'll have to disconnect your bank in QuickBooks Online first to refresh the connection, once your done changing your connection type, reconnect again your bank in QuickBooks.
Here's how to disconnect your Bank in QBO:
I added screenshots too.
No worries about your data linked in your QuickBooks because you can always reconnect it, when adding the bank account again just click the + Link account button. Then, choose the account you've used in QuickBooks before you disconnect it. Here's some screenshots for additional information:
For future reference, you can check out this article to help you match and reconcile your bank transactions in QuickBooks Online.
Please don't hesitate to comment below if you need anything. I'll be here to help. Take care.
Hello MarsStephanieL: Thanks for your quick response. I don't know if I currently have "WebConnect" or "Express WebConnect." I don't need to change anything and I do bank updates daily. I'm just required to identify what I am currently using.
Thank you very much!
You’re most welcome, @SDM2.
Let me share some details about WebConnect and Express WebConnect.
Web Connect is a connection method in which the transaction download is initiated by visiting the financial institution's website and downloading the file containing the transaction information.
While the Express Web Connect is a one-way connection. Which communicates directly with your bank on your behalf.
You can check the available formats with your financial institution. You can choose WebConnect or Express WebConnect as long as QuickBooks Online supports the file type.
You can check this article for more information about the importing transactions with its file format: Manually upload transactions into QuickBooks Online.
For any banking queries and troubleshooting process, you can refer to this link as a reference moving forward: Help articles. I’m sure you’ll find it very helpful.
It'll be my pleasure to assist if you need more help. Have a good day.
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